Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25)

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Confluence Podcasts

Confluence Investment Management

284 episodes

3 days ago

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).

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Business

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Investing

Business

Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25)

Confluence Podcasts

9 minutes

1 month ago

Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25)

The surging price of gold and rising stock indices seems to be an unlikely pairing. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss why this might constitute a pivot point for the markets and for investors.